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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,106 | $183,516-91.8% | $155,534-90.3% | $145,884-89.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.40% | 61.43%-56.0pp | 64.92%-59.5pp | 551.85%-546.5pp |
| Employer contribution / active EE | $4,237 | $5,315-20.3% | $4,675-9.4% | $4,662-9.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $94 | $19,293-99.5% | $15,900-99.4% | $13,392-99.3% |